Benchmark Financial Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.99M	Buy	20,781 +188	+0.9%	+$37.3K	1.1%	25
2025 Q4	$3.94M	Sell	20,593 -8,680	-30%	-$1.65M	1.13%	25
2025 Q3	$5.55M	Sell	29,273 -1,090	-4%	-$203K	1.67%	16
2025 Q2	$5.52M	Sell	30,363 -3	-0%	-$518	1.82%	14
2025 Q1	$5.26M	Buy	30,366 +76	+0.3%	+$13.5K	1.99%	13
2024 Q4	$5.31M	Sell	30,290 -698	-2%	-$126K	1.7%	14
2024 Q3	$5.55M	Buy	30,988 +195	+0.6%	+$33.3K	1.85%	14
2024 Q2	$5.06M	Buy	30,793 +383	+1%	+$63K	1.87%	14
2024 Q1	$5.15M	Sell	30,410 -3,242	-10%	-$521K	1.97%	14
2023 Q4	$5.31M	Buy	33,652 +913	+3%	+$133K	2.29%	12
2023 Q3	$4.64M	Sell	32,739 -536	-2%	-$80.1K	2.18%	11
2023 Q2	$4.98M	Sell	33,275 -9,055	-21%	-$1.3M	2.31%	11
2023 Q1	$6.12M	Buy	42,330 +10,611	+33%	+$1.55M	3.15%	8
2022 Q4	$4.48M	Buy	31,719 +20,202	+175%	+$2.83M	2.44%	14
2022 Q3	$1.47M	Sell	11,517 -16,032	-58%	-$2.26M	0.86%	21
2022 Q2	$3.7M	Buy	+27,549	New	+$4.03M	1.89%	17